According to @KobeissiLetter, the United States and Saudi Arabia are set to announce a cooperation deal on civil nuclear energy, as reported in a post on X (source: @KobeissiLetter). @KobeissiLetter adds that the AI buildout is increasingly centered on energy, highlighting power availability as a key constraint for scaling compute (source: @KobeissiLetter). Bitcoin mining is energy-intensive and mining profitability is directly exposed to electricity costs, making energy policy developments relevant for miners and related equities (source: Cambridge Centre for Alternative Finance). The linkage between nuclear energy policy and AI-driven power demand underscores trading relevance for energy-sensitive digital asset infrastructure such as BTC mining (source: @KobeissiLetter; Cambridge Centre for Alternative Finance).

According to @CNBC, a new U.S. nuclear power boom is beginning while the long-standing question of how to store and dispose of radioactive waste remains unresolved (source: CNBC, Nov 9, 2025). CNBC frames the expansion as starting amid an unsolved waste-management problem, highlighting ongoing uncertainty tied to waste storage and disposal policy (source: CNBC). Based on CNBC’s report that the waste issue is still unsolved, traders can treat radioactive waste policy and permitting outcomes as material risk factors for nuclear-linked projects and operators (source: CNBC).

According to The Kobeissi Letter, President Trump's emphasis on reducing energy prices has led to a significant decline in both oil prices and global interest rates since his request to OPEC and other nations at Davos on January 23rd. This has created a notable trend in market trading, with both metrics showing a consistent downward trajectory.

According to The Kobeissi Letter, President Trump's policy push for lower energy prices has directly influenced the markets, with oil prices and interest rates experiencing a consistent downward trend since his demand at the Davos meeting on January 23rd.